- KPMG (New York, NY)
- **Business Title:** Manager , Financial Services Client Onboarding (KYC), Capital Markets **Requisition Number:** 117438 - 68 **Function:** Advisory ... methodologies Qualifications: + A minimum of five years of experience in Client Onboarding Operations, professional services experience preferred + Bachelor's… more
- Meta (New York, NY)
- …environment delivering against tight deadlines. **Required Skills:** Client Solutions Manager , Financial Services Responsibilities: 1. Act as a ... **Summary:** The Client Solutions Manager for Meta's Global...to improve products features and functionalities 20. Experience with Financial Services industry and / or highly… more
- Broadridge Financial Solutions (Edgewood, NY)
- …come join the Broadridge team. As a Manager in the Global Class Action Client Service team, you will be responsible for overseeing a team of experienced ... making our clients lives easy and advocating for each client and ensuring the optimal outcome. The Manager...and is expected to provide the highest level of client service from initial onboarding to ensuring… more
- Broadridge Financial Solutions (Edgewood, NY)
- …advocating for each client and ensuring the optimal outcome. The Relationship Manager (RM) will work with sales, account management and the operations team to ... ensure client satisfaction. Accordingly, the RM will be responsible for...or by sending an email to ###@broadridge.com . Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global… more
- JPMorgan Chase (New York, NY)
- …data product lines and publishing solutions underpin both lifecycles. As a Product Manager Client Service Publishing Solutions within Asset Management at ... Within Asset Management's Product and Experience team, we in Client Service Solutions drive 1) a first...clients' needs and AM's growth ambition. As a product manager on our team, you will apply product discipline… more
- Robert Half (New York, NY)
- JOB REQUISITION Salesforce Financial Services Cloud Architect Senior Manager LOCATION NEW YORK CITY ADDITIONAL LOCATION(S) BOSTON JOB DESCRIPTION You Belong ... Protiviti is looking for a Salesforce Financial Services Cloud (FSC) Architect Senior Manager to...opportunities to integrate product solutions and resources to improve client service capabilities. + You have interest… more
- Robert Half (New York, NY)
- JOB REQUISITION New York Technology Audit & Advisory ( Financial Services ) Senior Manager LOCATION NEW YORK CITY ADDITIONAL LOCATION(S) JOB DESCRIPTION You ... Advisory Senior Manager to join our growing Financial Services team. Protiviti's Financial ...opportunities to integrate product solutions and resources to improve client service capabilities. + You have i… more
- JPMorgan Chase (New York, NY)
- …and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Group Manager in JP Morgan Advisors, you will be ... position will dually report to the Head of the Client Service Group and the local Regional...other related business discipline + Minimum of 3 years financial services management experience + Experience in… more
- Robert Half (New York, NY)
- JOB REQUISITION New York Internal Audit and Financial Advisory ( Financial Services ) Senior Manager LOCATION NEW YORK CITY ADDITIONAL LOCATION(S) JOB ... Advisory Senior Manager to join our growing Financial Services team. Protiviti's Financial ...opportunities to integrate product solutions and resources to improve client service capabilities. + You have i… more
- Bank of America (New York, NY)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations ... while working with the Home Office to ensure superior client service . Key responsibilities include partnering with... financial , operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct… more
- Bank of America (New York, NY)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... Merrill Private Wealth Market Client Relationship Manager New York, New... Support Enhancer, SQA+, ClientRetention/Acquisition. **Responsibilities include:** + Ensuring client service expectations are met and exceeded… more
- AIG (New York, NY)
- …we are reimagining the way we help customers to manage risk. Join us as a Claims Client Service Manager to play your part in that transformation. It's an ... How you will create an impact As the Claims Client Service Manager , you will...and responsible for assigned accounts to ensure that claims services are delivered timely and with a high level… more
- BrightSpring Health Services (New York, NY)
- … Manager 's, Account Manager 's and Managers. The Sr Director of Client Services - Account Management cultivates and maintains on-going strategic client ... Our Company PharMerica Overview TheSr. Director of Client Services - Account Managementrole will...5-10 years previous experience managing a team in a client management, customer service , or client… more
- KPMG (New York, NY)
- **Business Title:** Manager , Financial Services Valuation **Requisition Number:** 115269 - 68 **Function:** Tax Services **Area of Interest:** **State:** ... a variety of equity interests, assets, and liabilities related to the financial services industries (banking, insurance, fintech, insurtech, asset management) -… more
- City National Bank (New York, NY)
- …relationships. Retains and grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit ... ** CLIENT MANAGER ** **WHAT IS THE OPPORTUNITY?**...** CLIENT MANAGER ** **WHAT IS THE OPPORTUNITY?** Is primary point...+ Minimum 10 years of relationship management experience in financial services ; preferably one or more of… more
- TD Bank (New York, NY)
- … client 's dedicated team of portfolio managers, client portfolio managers, client service manager , and when appropriate consultant developers in the ... the firm's reputation for excellence in investment management and client service . This role advocates the ...banking experience or are just starting your career in financial services , we can help you realize… more
- Bank of America (Stamford, CT)
- …with the Market Client Relationship Manager in managing the Client Associates, Service Support Staff, and the Market's Operations functions where ... Document Control where the review and approval of all Client Financial transactions takes place. Additionally, the...participate in the overall delivery and management of the client service experience for the Market. **Specific… more
- TIAA (New York, NY)
- … Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate ... **Wealth Client Relationship Manager ** Wealth Management ...world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than… more
- KPMG (New York, NY)
- **Business Title:** Manager , Financial Services Data Transformation **Requisition Number:** 115431 - 68 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...a career in Advisory. KPMG is currently seeking a Manager , Financial Services Data Transformation… more